---
title: "How to assign Open Roles to Members?"
description: "Learn the steps to assign Open-Role work plans to your team"
url: https://support.mosaicapp.com/en/articles/536-how-to-assign-open-roles-to-members
collection: "FAQs and Common Actions"
updated: 2026-08-20
language: en
---

# How to assign Open Roles to Members?

Learn the steps to assign Open-Role work plans to your team

Open Roles (also known as generic roles/ resources) allows you to build out future work for a role within your organization without affecting your teams capacity. This is a powerful feature for project planning - allowing you to plan the work first and then assign to a specific member later.

1.  Within the **Planner** Space; expand a **Project** to view any **Open Roles** - along with the associated **Work Plans**. To assign the work plan, click the **Assign** button located at the top of the **Open Role** section.
    

![](https://staticfiles.gleap.io/gattachments/tNW6IuCGdbbRZGxbl7qpMWdWn8SRkcxETRq7SYUZ4RP7JeQAIdvckWzydHT8Ys0LOYIpy8jlGPS.png)

> **Info:** Please note, using the Assign button will assign the entire row of work plans to a member.

1.  If you’d like to only assign a single work plan at a time; you can either drag and drop the work plan to the desired row - or open up the work plan and use the Member drop-down menu to select the desired member:
    

![](https://staticfiles.gleap.io/gattachments/pWoCo5SuYARa9j6w44AQEhuDlXu7Ot376SeDF0ObIS4qwnVfdm2zbG8sTyf3fQA9M23ECJe32lS.png)

2.  Once the work plan is opened, simply select the **Member** to assign to the **Open Role** work plan to. The **Role** associated with each **Member** is displayed beneath the name to assist in identifying the most suitable candidate. Use the search field within the menu to locate a **Member** by name. Only one **Member** can be selected per assignment. Once a **Member** is selected, click **Add** to proceed.
    
    ![](https://staticfiles.gleap.io/gattachments/WDXrsig2C8hG4okiS6yM2MuBAIZvaOUks0rGul8FxD7OV96REDiNYtISra7CqWJPcE7D6nOH1H6.png)
    

3.  A confirmation modal will show to confirm hours assigned to the Member. A helpful reminder, estimated hours come from Budget Space, planned hours come from Work Plan hours from today onwards. Click **Assign Role** to continue.
    
    ![](https://staticfiles.gleap.io/gattachments/AXYWILqQtGzWRxFjpPeQPVVA6H1pDMTFRJl4uGRQGLReRVkIJxp9aVVTEzsVUwQLFmt4rRpTD8Q.png)
    
4.  Once assigned, the Open Role work plan or row (if the entire row is assigned) will be removed. Applicable work plans will be assigned - as well as any estimated hours previously entered in Project Budget Space.
    
    > **Info:** If the assigned member is archived on the project or removed from the project previously, they will be add back to the project when the role is assigned.
    

![](https://staticfiles.gleap.io/gattachments/Hv5JHj63bOHNuQ23Rl9dMdlsEeakhf5PapPYiS2yaLm2pN1jidJfEhBswtTB9vxktcDFo0WkWjb.png)